NASDAQ · Health Care

Insulet PODD

Insulet Corporation develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes in the United States and internationally.

Medical/Dental Instruments

Company profile

Business mix

  • The company offers Omnipod platform products comprising Omnipod 5 automated insulin delivery system.
  • It also provides pods for Amgen for use in the Neulasta Onpro kit, which is a delivery system to help reduce the risk of infection after intense chemotherapy.
  • The company sells its products to end-users through the pharmacy channel; and independent distributors.
  • Insulet Corporation was incorporated in 2000 and is headquartered in Acton, Massachusetts.

Current key questions

  • Can the company's products, services, or pipeline expand adoption within medical devices?
  • How do reimbursement, regulation, clinical data, patents, and commercial execution affect growth?
  • Can margins and cash flow improve while funding research, manufacturing, or go-to-market investment?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 35.72 FCF 3.92% Buyback 4.15%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baillie Gifford legacy James Anderson 0.4% $425.9M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 0 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $46.4M Estimated from net reduced shares
Net share change / base shares -9.8% -221,263 / 2,250,755
Baillie Gifford legacy James Anderson 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Minor reduction Shares -5.1% 13F value change +$79.7M
13F 2025-09-30 Filed 2025-10-31
Minor reduction Shares -2.0% 13F value change -$25.0M
13F 2025-12-31 Filed 2026-01-23
Minor reduction Shares -2.1% 13F value change -$63.5M
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -0.9% 13F value change -$156.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 2,250,755 Last 4 periods -221,263 (-9.8%) Total shares 2,029,492 Value $425.9M

Recent mentions

No public mentions.